See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,307 | $74,927-52.9% | $101,794-65.3% | $84,808-58.4% |
| Participation rate | 94.1% | 61.4%+32.7pp | 69.2%+24.9pp | 68.3%+25.8pp |
| Annual return | 15.99% | 18.70%-2.7pp | 30.53%-14.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,557 | $1,522+68.0% | $2,289+11.7% | $2,631-2.8% |
| Participant deferral / active EE | $3,372 | $3,099+8.8% | $4,084-17.4% | $4,212-19.9% |
| Admin fee / account holder | $1,001 | $6,514-84.6% | $8,777-88.6% | $7,344-86.4% |